Here's some helpful information on some need to know information when it comes to Distributor CSV's.
Reconcile™ Billing makes it easy to import usage from distributors with just three data fields - account name, service name, and quantity. This information is readily available within subscription exports from your distributor, so there's no need to wait until the following month for reconciliation. And even if your vendor bills in arrears, no problem!
Distributor Services and You
Why Import Distributor Usage into Reconcile™ Billing?
Have Greater Control
So, why is it important to import usage and have greater control over your resale stack? There are a few reasons. First, even if you have existing integrations with your distributor and PSA, mistakes can happen. Over-provisioning or under-provisioning of licenses can occur, and you might not notice these changes until it's too late. With Reconcile™ Billing, you have greater visibility into your usage and can catch these issues early on.
Get Paid for Everything You Do
Given that your distributor is probably your biggest spend account, it's crucial not to miss any revenue opportunities and have confidence in your invoice accuracy. By importing usage data into Reconcile™ Billing, you can guarantee that you're being compensated for every service offering.
Support Your Need for Flexibility
Importing usage data into Reconcile™ Billing is a hassle-free and effective approach to gain better control over your resale stack. You can import usage data whenever you want and stay informed of any modifications or inconsistencies effortlessly. What's more, our platform is highly flexible and adaptable, making it possible to tailor it to your specific billing needs. With Reconcile™ Billing, you can manage your billing processes with ease and efficiency.
Configure Once, Use Forever
After configuring your initial CSV import profile, all mappings are retained and saved. These profiles serve as templates, enabling you to re-select those import profiles each billing period without when importing usage from a specific vendor or distributor. Think of it as your own import integration.
Important Information
Does Synthesize Billing Support Microsoft NCE?
As a Direct CSP or Indirect CSP reseller, it is important to ensure billing accuracy and review any discrepancies. When importing Microsoft NCE usage data from your distributor, there are three commitment terms available: Annual, Annual Paid Monthly, and Monthly.
It can be challenging to differentiate between commitment terms as Microsoft only provides a product ID or plan identifier that is not unique to each commitment term.
In Reconcile™ Billing, there are two different approaches to address commitment terms.
1. Commitment Terms are added to Product Description or Product ID
Depending on the distributor or usage report, your distributor might add or suffix the commitment term to the product ID or product description in the usage report. By doing this, you can easily link the Service Name data field with the corresponding product or service in your PSA while setting up the CSV Import Profile.
Our platform is optimized for one-to-one service mapping, which is why we recommend this approach. However, if your distributor does not provide this data, you can still use many-to-one service mapping to accommodate Microsoft NCE commitment terms.
2. Many-to-one Service Mapping
You can map multiple services to a single service offering. This is a great alternative solution to meet Microsoft NCE commitment requirements. By utilizing the product catalog in your PSA, you can easily map each individual product or service to a specific service in your import file.
Prorated Transactions
Currently, Reconcile™ Billing can't automatically allocate prorated transactions from your distributor billing export. Usually, your distributor will provide a report on a scheduled basis or you can manually download the billing export on-demand. These exports can be quite comprehensive, and displays all prorated credits and transactions in detail. While Reconcile™ Billing can aggregate quantities based on the service name, it doesn't support automatic prorated transactions.